Giving Stock or Securities
Download our stock
donation brochure 
Donating appreciated stocks that have been held for more than one year can
be a wise philanthropic decision. This gift enables you to 1) make a
significant gift to the Sisters of the Holy Cross, 2) receive a charitable
donation deduction on your income taxes, and 3) bypass capital gains
taxes. Note: In order for you to receive the full benefit when donating
appreciated stock, it is vital that you donate the stock itself – do not
sell it first and donate the cash proceeds.
If you have stock losses, reverse the process. Sell the stock and
realize the loss and take the deduction on your income tax. Then donate
the cash proceeds from the sale and take the charitable tax deduction.
There are three ways to transfer stock to the Sisters of the Holy Cross:
Electronic Transfer – the
most popular and efficient way
Mail the Stock Certificates
Hand Deliver the Stock
Certificates
Please
Note: We strongly recommend that you do not send certificates to a
transfer agent for registering in the name of the Sisters of the Holy
Cross. It is unnecessary and results in needless delays of the transfer.
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